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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,944 | $46,877+4.4% | $122,354-60.0% | $70,126-30.2% |
| Participation rate | 61.5% | 58.2%+3.3pp | 71.6%-10.1pp | 69.5%-8.0pp |
| Annual return | 11.85% | 24.22%-12.4pp | 30.28%-18.4pp | 73.15%-61.3pp |
| Employer contribution / active EE | $800 | $1,288-37.9% | $4,051-80.3% | $2,343-65.9% |
| Participant deferral / active EE | $1,938 | $2,167-10.6% | $3,287-41.0% | $3,332-41.8% |
| Admin fee / account holder | $2,902 | $3,324-12.7% | $5,479-47.0% | $4,645-37.5% |